Remote Financial Advisor - Commission-Based, Flexible Hours

Stratford Davis LLC; Boston (MA); Remote; USD 25,000 - 70,000; Full time

Benefits offered by this job

Remote work

Performance-based bonuses

Job summary

Stratford Davis LLC in Boston (remote role) is seeking a Virtual Sales Associate to connect with clients, assess goals, and present tailored financial solutions. This is a 100% commission-based position with flexible scheduling and full onboarding.

You’ll host remote discovery calls, generate leads, and manage ongoing client relationships while benefiting from training, mentorship, and performance-based incentives. No prior experience required; coaching is provided.

Qualifications

• Strong verbal and written communication skills with a knack for relationship-building.
• Self-motivated individuals who enjoy set schedules and managing their own daily tasks.
• High standards of personal integrity, ethics, and accountability.
• No experience necessary; structured onboarding and live coaching for all new team members.
• 100% Remote: freedom to work from home with a flexible schedule.
• Full training and mentorship: one-on-one coaching and developmental resources.
• Incentives and travel: eligibility for bonuses, merit recognition, top-performer trips.
• Health and wellness access: medical, dental, vision coverage, and life insurance benefits.
• Commission-based earnings: 100% commission-based role with uncapped income potential.

Responsibilities

• Virtual Consultations: Host remote discovery calls to evaluate client needs and outline personalized financial strategies.
• Business Development: Generate prospective leads through direct outreach, digital networking, and referral systems.
• Client Management: Nurture ongoing client relationships by offering continuous support and regular updates.
• Continuous Learning: Participate in hands-on workshops, product updates, and mentorship sessions to hone your skills.

Skills

Verbal communication

Written communication

Relationship-building

Self-motivation

Integrity

Accountability

Time management

Remote work

Job description

Stratford Davis LLC in Boston (remote role) is seeking a Virtual Sales Associate to connect with clients, assess goals, and present tailored financial solutions. This is a 100% commission-based position with flexible scheduling and full onboarding.

You’ll host remote discovery calls, generate leads, and manage ongoing client relationships while benefiting from training, mentorship, and performance-based incentives. No prior experience required; coaching is provided.